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  • These 11 Charts Prove The Economy Has Gone Ice Cold [View article]
    Nice article.
    Jun 14 10:50 AM | Likes Like |Link to Comment
  • Focused On Rebuilding Wealth With Income [View article]
    More on AGNC: http://seekingalpha.co...
    Jun 14 08:13 AM | Likes Like |Link to Comment
  • A Look Inside American Capital Agency [View article]
    Walvestor - what is your view on non agency M reits?
    Jun 13 10:18 AM | Likes Like |Link to Comment
  • REITs Yielding 12% And Trading Near Book Value [View article]
    Most REITs trade around book value. Anytime they trade meaningful above book (10%) the manager will issue shares.
    Jun 12 10:23 PM | Likes Like |Link to Comment
  • How To Construct A High Dividend REIT Portfolio [View article]
    What is your view on Mortgage REITs? http://seekingalpha.co...
    Jun 11 12:55 PM | Likes Like |Link to Comment
  • Building A Do-It-Yourself Dividend Portfolio: Critical Rules To Follow (Part 1) [View article]
    I agree 100% with the diversification aspect.... specifically as its relates to M REITs. I think investors need to realize that all the large well established players trade around book value so you can own 4 - 5 in smaller allocations vs. going all-in on AGNC or NLY....

    http://seekingalpha.co...
    Jun 11 10:54 AM | 1 Like Like |Link to Comment
  • 1 Dividend Stock For Retirees To Avoid And 3 To Buy [View article]
    I suggest that investors hold a more diversified pool of REITs given they all trade around book value. http://seekingalpha.co...
    Jun 11 10:47 AM | 1 Like Like |Link to Comment
  • TARP Warrants Revisited Part 2: Opportunities Exist For Long-Term Investors [View article]
    I own the PNC 2018 warrants. In addition investors can play the survival of these banks with an options play. http://seekingalpha.co...
    Jun 10 02:38 PM | Likes Like |Link to Comment
  • 5 Picks For A Diversified Retirement Portfolio [View article]
    I think all investors should have some exposure to M REITs given the interest rate environment. Here are my ideas. http://seekingalpha.co...

    Thesis is to accumulate a diversified pool of 5 - 6 M Reits.
    Jun 10 01:27 PM | Likes Like |Link to Comment
  • Building A Mortgage REIT Portfolio [View article]
    My view on MTGE - http://seekingalpha.co...
    Jun 8 05:21 PM | Likes Like |Link to Comment
  • Building A Mortgage REIT Portfolio [View article]
    I would rather lighten up on your exposure so you can sleep or look for M Reits like HTS that would perform against a rate rise.
    Jun 8 04:00 PM | Likes Like |Link to Comment
  • Building A Mortgage REIT Portfolio [View article]
    I own DBL from Doubleline.
    Jun 8 03:59 PM | Likes Like |Link to Comment
  • Building A Mortgage REIT Portfolio [View article]
    No question you could buy the ETF. I like doing the security selection here given the transparency into the strategy. But not a bad way to go.
    Jun 8 11:31 AM | Likes Like |Link to Comment
  • Options On Recovery: Betting On Bank Stocks [View article]
    You could certainly deploy a strategy that utilized further OTM options. You will simply generate less yld on the cash used to secure the sale of the option.
    Jun 8 11:23 AM | Likes Like |Link to Comment
  • Options On Recovery: Betting On Bank Stocks [View article]
    I should have mentioned. Put sellers should always sell cash secured puts.
    Jun 8 10:06 AM | Likes Like |Link to Comment
COMMENTS STATS
116 Comments
59 Likes